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Duke Energy

2,286 hedge funds and large institutions have $65.8B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 180 funds opening new positions, 1,018 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $62.7B → $65.8B (+$3.12B)

0.01% less ownership

Funds ownership: 68.36%68.35% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$745M
Puts
$435M
Net Calls
Net Calls Change

Top Sellers

1 -$112M
2 -$84.1M
3 -$83.5M
4
Cohen & Steers
Cohen & Steers
New York
-$80.7M
5
UBS AM
UBS AM
Illinois
-$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
776
Wedmont Private Capital
Pennsylvania
$2.03M
SGCA
777
Steel Grove Capital Advisors
Tennessee
$2.03M
SG
778
StoneX Group
New York
$2.03M
AO
779
Advisor OS
Illinois
$2.02M
BFS
780
Bradley Foster & Sargent
Connecticut
$2.02M
FNT
781
First National Trust
Pennsylvania
$2.02M
EFS
782
Essex Financial Services
Connecticut
$2.01M
CK
783
Cohen Klingenstein
New York
$2M
NWM
784
Northcape Wealth Management
New York
$2M
WG
785
Winton Group
United Kingdom
$1.99M
AA
786
ABC Arbitrage
France
$1.98M
WAP
787
Wealthcare Advisory Partners
Pennsylvania
$1.98M
ITC
788
Inspire Trust Company
Nevada
$1.98M
PTC
789
Private Trust Company
Ohio
$1.98M
CRC
790
Curi RMB Capital
Illinois
$1.97M
Verition Fund Management
791
Verition Fund Management
Connecticut
$1.97M
BMSSC
792
B. Metzler seel. Sohn & Co
Germany
$1.96M
BI
793
Ballast Inc
Kentucky
$1.95M
SF
794
Symphony Financial
Texas
$1.94M
JWM
795
Jeppson Wealth Management
California
$1.94M
MWM
796
Mission Wealth Management
California
$1.93M
AF
797
AGP Franklin
Tennessee
$1.92M
GIC
798
Generali Investments CEE
Czech Republic
$1.92M
EFG
799
Ethos Financial Group
Pennsylvania
$1.92M
CHC
800
City Holding Co
West Virginia
$1.92M